Client Consulting

Client Consulting Finance Jobs

14 jobs found

Salesforce Developer

DB Services Indianapolis, IN

3d ago

$65k - $85k/yr Full time Aura CI/CD Developer

Aura CI/CD Developer

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Job Description

DB Services is seeking a Salesforce Developer to design, build, test, and deploy Salesforce code across Apex, LWC, Aura, and Visualforce. This onsite role in Indianapolis partners with a Salesforce architect, a team lead, and fellow consultants to maintain and enhance Salesforce implementations while pursuing additional certifications. The position emphasizes hands-on development, collaboration, and delivering reliable CRM solutions for a diverse set of clients.

Responsibilities

Design, develop, test and deploy Apex, LWC, Aura and Visualforce code on the Salesforce platform.
Maintain and support code in Salesforce implementations of all shapes and sizes.
Work daily with a team composed of a Salesforce architect/team lead and other Salesforce consultants and developers.
Develop using SFDX in Visual Studio Code.
Create unit tests in Apex, LWC and Aura.
Integrate with 3rd party APIs using Apex or JavaScript.
Demo completed work during iteration meetings with customers.
Implement best practices on pro code customizations to minimize technical debt.
Recommend and implement low code customizations if more appropriate than pro code.
Maintain Salesforce certifications.
Acquire new certifications with time on the job for learning.
Write technical articles for dbservices.com.

Requirements

1-2 years working as a developer on the Salesforce platform OR another object-oriented platform such as Java, .NET or JavaScript.
Bachelor’s degree in computer science or STEM field.
Ability to work in a fast-paced environment and juggle multiple projects and accounts.
Excellent communication skills with ability to effectively communicate technical concepts to non-technical individuals.
Works well in a team.
Excellent time management with ability to manage to and meet deadlines.
Strong analytical skills with ability to take complex situations and determine optimal solutions for them.
Enjoys learning and keeping up with the latest and greatest in the Salesforce space.
Ability to type a minimum of 50 words per minute.

Technologies

Salesforce
Apex
LWC
Aura
Visualforce
SFDX (Salesforce DX)
Visual Studio Code
JavaScript

Benefits

Base salary with commission and bonus structures
15 Days of PTO available from Day 1
Company benefits
Wellness program reimbursements
Student loan reimbursement assistance
Company-funded professional development
Provided lunches

About DB Services

DB Services is a growing digital transformation consulting company based in the Indianapolis area with clients located around the world. Since 2003, we’ve provided application and workflow solutions using Claris FileMaker, Salesforce, web applications, and managed server services to Fortune 500 companies, small businesses, K-12 institutions, universities, and nonprofit organizations alike. We work across industries including finance, education, nonprofit, wholesale, healthcare, and more.

Our Clients & History

Since 2003, we’ve provided application and workflow solutions to Fortune 500 companies, small businesses, K-12 schools, universities, and nonprofits. Our clients rely on us to design powerful solutions and deliver outstanding customer service. Building long-term client relationships is at the core of our business model, and we focus on building a cohesive and capable team to accomplish our objectives.

Collaboration & Respect

We aim to foster a culture of respect and collaboration where diverse perspectives and experiences are valued. Everyone is treated with fairness. We approach our work with enthusiasm, a quick learning mindset, continuous improvement, and celebration of wins. If you’re driven to perform, you’ll fit right in. We encourage employees to bring their best, genuine selves to work.

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Business Banking Relationship Manager I

Citizens Financial Group Southfield, MI

12d ago

Full time Manager Banking Business

Manager Banking Business

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Job Description

Manage and deepen relationships with small business clients by delivering consultative banking, lending, and investing solutions, collaborating with cross functional teams and Centers of Influence to grow relationships.

Responsibilities

Build and nurture consultative relationships with small business clients in the target market, with annual revenues from $1M to $10M.
Assess client needs, deliver value added financial solutions, manage a portfolio of existing clients, and drive new commercial relationships.
Collaborate with an award winning business banking team to offer a broad product suite that enhances the customer experience, increases loyalty, and improves profitability for both clients and the Bank.
Complete onboarding training through Business Banking University and Drive Sales, plus a commercial credit training program to identify, assess, and mitigate lending risk.
Maintain current market knowledge and cultivate relationships with Centers of Influence, including CPAs and attorneys.
Engage in meaningful community activity to expand the potential customer base.

Requirements

Bachelor’s degree or an equivalent combination of education and experience required.
2+ years in a Business Banking Relationship Manager role or related business lending experience preferred.
Business to Business sales experience required.
Motivated self-starter with demonstrated leadership ability and potential.
Ability to operate effectively in a team environment, leveraging strong internal and external networks.
Thrives in a fast paced, demanding sales culture with structured routines and goals for new loan and deposit generation, cross selling, and customer service.
Portfolio and account management proficiency preferred.
Solid understanding of core business products and services.
Proven sales record and outside calling experience.
Excellent written and verbal communication, plus interpersonal skills.
Ability to develop strong relationships with customers and colleagues.

Benefits

Uncapped incentive opportunity
Career growth with a world class organization

Job Details

Location: Southfield, MI (onsite)
Job ID: 45743
Full Time
Shift: 1ST
Posting Start Date: 03/30/2026
Hours per Week: 40
Work Schedule: Monday - Friday

Awards

Glassdoor Best Place to Work in Consulting, Finance & Insurance
The Banker's US Bank of the Year
Dave Thomas Foundation’s Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award

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RIA Registered Investment Advisor fiduciary Standard

Zentech Consulting Tampa, FL

18d ago

$150k+/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Zentech Consulting seeks an experienced Investment Advisor to provide comprehensive financial guidance for individuals nearing retirement or already retired, operating under the Registered Investment Advisor fiduciary standard. This onsite role in Tampa, Florida prioritizes client interests, emphasizes income‑focused planning, and applies disciplined investment strategies tailored for retirees.

Responsibilities

Deliver fiduciary guidance aligned with prevailing RIA standards, ensuring every recommendation serves the client's best interests.
Create holistic retirement‑oriented financial plans, covering income strategies, asset allocation, and risk management.
Perform thorough reviews of client finances, including assets, liabilities, tax matters, estate structures, and retirement income needs.
Advise on retirement focused approaches such as income investing, withdrawal planning, Social Security optimization, and tax‑efficient distributions.
Design and oversee diversified portfolios aimed at long term wealth preservation and income generation.
Track portfolio performance and adjust allocations proactively in response to market shifts and client goals.
Conduct ongoing research on market trends, economic conditions, and regulatory developments that may influence investment strategies.
Implement strategies that prioritize risk management, capital preservation, and sustainable income streams for retirees.
Collaborate with clients and external professionals such as CPAs, estate attorneys, and tax advisors to ensure integrated planning.
Advise on estate planning considerations including wills, trusts, beneficiary planning, and wealth transfer strategies.
Provide guidance on tax‑efficient investing, required minimum distributions (RMDs), and retirement account planning.
Build lasting client relationships through regular financial reviews and proactive communication.
Educate clients on topics such as portfolio diversification, retirement income planning, tax considerations, and risk management.
Maintain meticulous records of client interactions, investment decisions, and compliance documentation in accordance with RIA requirements.

Requirements

Demonstrated experience in investment advisory, wealth management, or financial planning, ideally within an RIA or fiduciary setting.
Strong understanding of retirement income planning, asset allocation strategies, and fiduciary investment practices.
Practical knowledge of securities regulations, tax planning concepts, estate planning strategies, and retirement planning frameworks.
Proficiency with financial planning and portfolio management software.
Strong analytical and quantitative abilities with the capacity to interpret complex financial data.
Exceptional client relationship and communication skills with a consultative advisory approach.

Benefits

Health coverage
Opportunity to join a growing fiduciary wealth management team
A collaborative, client‑focused work environment

Position Overview

Zentech Consulting seeks a seasoned, client‑centric Investment Advisor to deliver thorough financial guidance to individuals approaching retirement or already retired. This role adheres to the Registered Investment Advisor fiduciary standard, placing client interests first while delivering disciplined investment strategies. The advisor will partner with clients to develop and manage long‑term plans that emphasize income stability, capital preservation, tax efficiency, and sustainable withdrawal strategies. The ideal candidate understands retirees' unique financial challenges, including longevity risk, healthcare costs, estate planning, and market volatility, and communicates with clarity and integrity. This onsite position is based in Tampa, FL and requires strong financial expertise, excellent client relationships, and a firm commitment to fiduciary responsibility and transparent, personalized advice.

Pay

Annual base salary: USD 150,000.

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Assistant Vice President, Economic Damages and Valuations

J.S. Held LLC San Francisco, CA Hybrid

20d ago

$145k - $190k/yr Full time Assistant AVP Business Litigation

Assistant AVP Business Litigation

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Job Description

Overview

We are a global consulting firm delivering technical, scientific, financial, and strategic guidance to help clients realize value and manage risk. Our professionals act as trusted advisors on high-stakes matters that require timely action, integrity, and rigorous analysis of both tangible and intangible assets. We provide a broad range of services, tools, and data to help clients navigate complex, contentious, and high-impact situations.

Position Summary

We are seeking an Assistant Vice President to join the Economic Damages and Valuation team. This role suits an entrepreneurial, highly driven professional with a versatile skill set who can contribute beyond traditional VP duties. The ideal candidate will combine expertise in consulting and business litigation with flexibility and strategic thinking to handle a variety of tasks.

Location: Hybrid remote in San Francisco, CA

Team and Role Details

The position requires a minimum of seven years of experience evaluating economic damages in business litigation across diverse industries. A solid background in financial statement analysis and expert report preparation is essential. The AVP will help lead day-to-day project management and maintain client communications across multiple engagements.

Key Responsibilities

Help lead complex business litigation engagements to quantify economic damages, including engagement planning, task delegation, and team management.
Develop and maintain client relationships, serving as the direct contact with current and prospective clients.
Engage with clients in person to gather data and information relevant to the engagement.
Provide insight on target industries, markets, and competitor information.
Manage damages analyses by selecting appropriate methodologies and building and reviewing financial models.
Draft expert reports and review opposing damages experts' reports.
Take on assignments as an expert witness when appropriate and provide expert witness testimony.

Qualifications

Required Qualifications

Bachelor’s or master’s degree with a strong quantitative focus (e.g., Business, Economics, Math, Finance, or Accounting).
Minimum of 5 years of experience evaluating economic damages in business litigation.
Proficiency in Microsoft Excel and Microsoft Word, with strong verbal and written communication skills to produce high-quality expert reports.
Solid project management abilities.
Strong analytical and critical thinking skills with attention to detail and the ability to meet deadlines.
Independent work ethic, leadership capabilities, and excellent communication to address client questions and requests.

Preferred Qualifications

Professional certifications (e.g., CPA, ASA, CVA, ABV, CFA) or progress toward earning them.
Experience providing testimony is desirable but not required.

Physical and Mental Job Demands

Prolonged periods of sitting at a desk and working on a computer. Travel may be required as needed.

Benefits and Compensation

Salary range: $145,000 - $190,000. Final offer will reflect a range of factors including skillset, experience, training, location, scope of role, and management responsibilities.
Flexible work environment with remote options as needed.
Flexible Time Off policy.
Medical, Dental, and Vision Insurance.
401(k) Match.
Commuter Benefits.

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Sales Consultant

Talent Elite Partners Pittsburgh, PA Hybrid

21d ago

$100k - $130k/yr Full time Business Development Client Relationship Management Consultant

Business Development Client Relationship Management Consultant

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Job Description

Overview

Talent Elite Partners has partnered with a leading financial organization to recruit exceptional professionals who are ready to advance their careers as Financial Sales Consultants. If you value human connection, strategic thinking, and influence that cannot be replaced by AI, this opportunity aligns with your goals. This is a consultative, relationship-driven sales role where you collaborate with clients, help them gain financial clarity, and make a meaningful impact. Bring your ambition and energy, and we will provide the tools, mentorship, and opportunity to help you thrive.

Why You’ll Love This Opportunity

Future-Proof Career – Financial consulting remains in demand across economic cycles.
Human-Centered Work – Empathy, trust, and connection form the core of this role, with AI unable to replace them.
Uncapped Earnings – Your income potential is determined by your drive.
Path to Leadership – Clear advancement opportunities for those who deliver results.
Competitive Compensation with Uncapped Earnings – Includes a full benefits package with 401(k) matching and pension.
Elite Training and Development – Access best-in-class programs to elevate your expertise.
Hybrid Flexibility – Work remotely, in the office, or on the go to support peak performance.
Mentorship That Fuels Success – Learn from top producers and leaders in the financial industry.

Who You Are

You are sharp, confident, and driven by impact. You seek more than numbers; you want to help people make smarter financial decisions and build lasting relationships while creating success for yourself.

A consultative seller who listens first, understands deeply, and builds trust.
A results-driven performer who is passionate about achieving and exceeding goals.
A self-starter who brings energy and ownership to every opportunity.
A strategic thinker who plays the long game and drives sustainable growth.
Backed by a degree or strong professional experience that demonstrates a commitment to excellence.

What You’ll Do

This role centers on connection, collaboration, and delivering value. On a daily basis you will:

Partner with clients to understand their goals and deliver tailored financial solutions.
Build long-term, trust-based relationships that lead to repeat business and referrals.
Identify opportunities to expand your portfolio and deliver measurable results.
Close deals with integrity and professionalism.
Collaborate with your team to craft innovative sales strategies and share best practices.

What Makes This Role Stand Out

This position offers more than a traditional sales role; it builds a durable career through human insight, empathy, and connection in a world increasingly influenced by automation. You will tackle real problems for real people, a capability technology cannot replicate. With unlimited earning potential and genuine opportunities for growth, this is a chance to create something enduring and rewarding.

Job Details

Job ID: IND123
Job Type: Full-time
Salary: $100,000.00 - $130,000.00 per year
Location: Hybrid remote in Pittsburgh, PA 15219

Benefits

401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Professional development assistance
Retirement plan
Vision insurance

Experience

Sales experience: 3 years (Preferred).

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KPB Lead Institutional Advisor

KeyBank National Association Chicago, IL

24d ago

$116k - $216k/yr Full time Advisor Bachelor's Degree Banking

Advisor Bachelor's Degree Banking

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Job Description

Location: 10 West Market Street, Indianapolis, Indiana

Overview

The KPB Lead Institutional Advisor develops investment management and fiduciary relationships with non profit, public, corporate and government clients. The Advisor collaborates with local Private Banking Markets and Banking Partners to identify prospective Institutional Clients through education and positioning of Institutional Team capabilities to generate awareness, deliver solutions and drive new revenue. The Advisor will also manage a modest book of clients to stay close to the operational and technical aspects of serving this client population. As part of a team serving institutional clients, the Advisor delivers a proactive client experience through the development of internal and external relationships that deliver appropriate advice. The Advisor is responsible for the delivery of exceptional sales and retention results.

Essential Job Functions

Sales: Responsible for the development and closure of the most complex and sophisticated client opportunities. Identifies prospective Institutional Advisor clients or referral sources by educating and positioning Institutional Advisors capabilities to meet client needs, develop solutions and drive new revenue. An active member of the Institutional Advisors Team participating in the development of sales strategy, client experience, product development and other aspects of leading a successful business. Coordinates the successful completion of the RFP process (from preparation of the response, interaction with the prospect and all phases of presentation) in partnership with KPB Field and other banking partners. Maintains an in-depth knowledge of products and services as well as proactively acquiring knowledge of competitors and competitive products to support IA team awareness. Fosters a sense of partnership with KPB, Banking Teams, and COIs in assigned region to create an environment for learning/best practice sharing and accountability; drives the performance and sustained success of the KPB sales team.
Prospecting: Serves as the primary point of contact for all external sales opportunities. Masters an effective first contact strategy and phone approach. Understands what differentiates IA and develops a unique sales approach that differentiates Key from the rest of the marketplace. Effectively understands and prospects within the most productive market niches. Masters the ability to ask questions and qualify prospects early in the sales process.
Pipeline and Opportunity Management: Meets or exceeds monthly success metrics and keeps a robust and monitored pipeline that is reviewed regularly with the Sales and Market Managers. Partners with the Relationship Manager on all sales opportunities, including the closing of the deal. Fully understands and executes the level of activity necessary to achieve sales goals. Teams with KPB WA(s) and RM(s) to uncover opportunities in existing books of business. Teams with KPB Fields Teams to engage Field Banking Partners. Generates leads by utilizing all resources including Salesforce, community networks, COIs, LOBs, product partners, etc. Utilizes letters, articles, voicemail, seminars and events to sell our services internally and externally.
Maximize the Sales Call Opportunity: Follows disciplined pre call preparation. Becomes proficient at uncovering what will motivate a prospect to purchase our services. Masterful at asking questions to uncover time, budget and resource issues. Excellent at gaining commitment by the decision makers. Executes disciplined post-call debrief process, effective follow up and pipeline management.
Present to Close: Fully understands strengths and weaknesses of clients current provider and their decision-making process. Executes on appropriate signed documents and develops client relationship team and process. Sets initial strategy, introduces all new clients to Relationship Managers and set expectations for onboarding and servicing by the IA team. Collaborates and performs as part of the relationship management team to assure that the team sales goals are met by executing the client strategy.
Exceed Client Expectations: Provides ongoing contact with new clients to enhance client’s initial experience with Key. Fully develops relationships to uncover additional services to be provided. Regularly asks satisfied clients for introductions to others they know who may need our services. Participate in KeyCorp’s commitment to the community.
Growth: This position is responsible for either meeting or exceeding assigned individual and team sales goals which can include expanding existing client business, referrals and or new business growth.

Required Qualifications

Bachelor's degree in business related field (accounting, finance, economics, or related field).
A minimum of 5 years Institutional Banking, Investment Management/Consulting, or Trust experience as well as progressively responsible and successful sales management experience. Additional banking experience in operations/client services or other LOB areas to gain broader understanding of organizational structure and workflow is preferred.
Must have demonstrated ability to balance focus on sales and exceptional client service.
Demonstrated ability to effectively manage and deliver results in a matrixed organization.
Familiarity and knowledge of technology systems.

Competencies / Skills

Drives for Results - Can be counted on to exceed goals, consistently among top performers, and focused on bottom line outcomes.
Peer Relationships - Builds trust, fosters collaboration, and maintains fairness while working with peers.
Interpersonal Savvy - Relates well to all kinds of people and maintains constructive relationships with diplomacy and tact.
Business Acumen - Understands how businesses operate, market dynamics, and competitive landscape.
Client Focus – Committed to meeting client expectations and building lasting relationships.

Compensation and Benefits

This position is eligible to earn a base salary in the range of $116,000.00 - $216,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 04/18/2026. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accomm

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Senior Sales Consultant

Talent Elite Partners Dallas, TX

27d ago

$120k - $150k/yr Full time Senior 401k Business Development

Senior 401k Business Development

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Job Description

Opportunity Overview

Residents of the Dallas area seeking a career upgrade will find a compelling path here. A Fortune 500 company is actively recruiting ambitious professionals in Dallas who want to transition into financial consulting. If you come from sales, business development, real estate, or another client-facing background, you already possess the core skills needed for success. We provide the training and mentorship necessary to launch a rewarding new career right here in Dallas. Location: Dallas, TX 75244.

What You’ll Do

Partner with Dallas-area clients to deliver tailored financial consulting strategies.
Build meaningful, long-term relationships within your local network.
Grow your client portfolio while consistently exceeding goals.
Leverage training, resources, and mentorship to establish yourself in financial consulting.
Collaborate with a high-performing Dallas-based team.

Who We’re Seeking

Live in the Dallas area and want a long-term career with local impact.
Have a minimum of 3 years in direct sales experience.
Are motivated, competitive, and goal-driven.
Have experience building strong client relationships that lead to measurable results.
Hold a bachelor's degree or equivalent professional experience (preferred).

Why Make the Move

Local Career Growth: Build a lasting consulting career in the Dallas market with a nationally recognized brand.
Comprehensive Training: World-class preparation and mentorship to help you excel.
High Earnings Potential: Competitive compensation with commission and bonus.
Career Stability: Thrive in an essential, recession-resistant industry.
Benefits Package: Health, Life, Dental, Matching 401k and cash balance pension
Dallas Flexibility: Hybrid work model allows you to balance local office support with schedule autonomy.

Take the Leap in Dallas

If you are ready to pursue a career that combines growth, stability, and unlimited potential, apply today and begin your next chapter in Dallas with a Fortune 500 leader.